Director, Regional Trust Specialist

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Director, Regional Trust Specialist at Fidelity Personal Trust Company educating clients and managing trusts. Overseeing onboarding of trusts and providing support to high net worth clients in all states.

Posted 6/10/2026full-timeMerrimack • New Hampshire, Rhode Island • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Educating associates, grantors, and beneficiaries about FPTC’s services
Guiding them as they work to bring new and existing trusts into FPTC
Coordinating with Fidelity’s client-facing associates and FPTC’s fiduciary and trust administration teams to transition new and existing trusts
Collecting required documentation and information to successfully onboard new and existing trusts in compliance with FPTC’s policies and procedures

Requirements

What you’ll need

A bachelor’s degree with 12 years of Financial Services experience
5 years working within a trust bank
CTFA designation preferred; CFP, MBA, or JD welcome but not required
Able to explain and present complex information clearly and concisely
Excellent written and oral communication skills
Ability to take initiative and work independently and balance multiple tasks
Strong prioritization skills, attention to detail, and analytical abilities
Strong team orientation with the ability to function as a standout colleague

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ServicesTrust AdministrationOnboardingDocumentation CollectionCompliance

Soft Skills

CommunicationInitiativeIndependencePrioritizationAttention to DetailAnalytical AbilitiesTeam Orientation

Certifications

CTFACFPMBAJD